|
126
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.98M
|
–
|
–
|
–
|
|
|
127
|
Belpointe Asset Management
Reno,
Nevada
|
$1.92M
|
-$58.1K
|
-778
|
-3%
|
|
|
128
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.89M
|
-$25.3K
|
-339
|
-1%
|
|
|
129
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.85M
|
+$21.6K
|
+290
|
+1%
|
|
|
130
|
Natixis Advisors
Boston,
Massachusetts
|
$1.81M
|
+$1.8M
|
+24,165
|
New
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.74M
|
+$1.67M
|
+22,392
|
+2,669%
|
|
|
132
|
Lockerman Financial Group
Newport Beach,
California
|
$1.74M
|
-$31.3K
|
-419
|
-2%
|
|
|
133
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.72M
|
+$195K
|
+2,610
|
+13%
|
|
|
134
|
Ascent Group
Virginia Beach,
Virginia
|
$1.7M
|
-$81.2K
|
-1,088
|
-5%
|
|
|
135
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$1.69M
|
+$1.69M
|
+22,631
|
New
|
|
|
136
|
Vise Technologies
New York
|
$1.67M
|
+$1.19M
|
+15,995
|
+251%
|
|
|
137
|
Kestra Advisory Services
Austin,
Texas
|
$1.64M
|
+$254K
|
+3,409
|
+18%
|
|
|
138
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$1.61M
|
+$1.61M
|
+21,510
|
New
|
|
|
139
|
Boyer Financial Services
Newport Beach,
California
|
$1.57M
|
+$1.55M
|
+20,709
|
New
|
|
|
140
|
Citadel Advisors
Miami,
Florida
|
$1.57M
|
-$4.69M
|
-62,909
|
-75%
|
|
|
141
|
Lane Brothers & Co
Prescott,
Arizona
|
$1.56M
|
+$1.56M
|
+20,897
|
New
|
|
|
142
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.56M
|
+$183K
|
+2,448
|
+13%
|
|
|
143
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.54M
|
-$102K
|
-1,364
|
-6%
|
|
|
144
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.52M
|
+$1.19K
|
+16
|
+0.1%
|
|
|
145
|
3Chopt Investment Partners
Richmond,
Virginia
|
$1.39M
|
+$117K
|
+1,562
|
+9%
|
|
|
146
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.39M
|
-$1.44M
|
-19,351
|
-51%
|
|
|
147
|
IFP Advisors
Tampa,
Florida
|
$1.36M
|
+$241K
|
+3,235
|
+22%
|
|
|
148
|
Golden State Wealth Management
Santa Ana,
California
|
$1.34M
|
+$537K
|
+7,201
|
+67%
|
|
|
149
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.33M
|
+$329K
|
+4,409
|
+33%
|
|
|
150
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.31M
|
+$61.3K
|
+821
|
+5%
|
|
